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Preserve specific email address in a Workflow rule in a Template
Allow for a Workflow saved in a Template to preserve any rule configured to be sent to a specific email address (as opposed to a Contact list column) when the Template is used to create a new Sheet. This way, you won't have to re-enter the specific email address in the workflow each time the Template is used to create a…
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"Approved by" column with contact email after a request was approved
Hi all, Is there a way that I could set the contact name of the approver into a column "Approved by" after the request was approved? I want to send the requester an email with who approved the request and write its email on a field for that row. Thanks for your time 😀
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Double Dependency
If I have a task that starts when one task finishes, but needs to finish at the same time as another. Is that possible in Smartsheets? when I include a SF with one Task, and FF with another it calculates a (1) day value and finishes with the task associated with FF
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Edit Saved Workflow not working
I am trying to edit an existing workflow, but when I go into Manage Workflows, and try to edit or duplicate a saved workflow nothing happens. I do not get any kind of error message, it just literally does nothing when I select either Edit or Dulplicate the workflow.…
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Want a copy of automated email "Send to contacts in a cell"
Happy early 2023! I've created an automated workflow to send a message to "Send to Contacts in a cell" but I'd also like to be copied so I know when requestors are receiving it. How can I do this? Or is there a way to tell "who" was sent the automated email? Currently it would only tell you when the automation was last…
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Change a cell automation flow changes all cells in the selected column
I have created a change cell workflow - When Madison is assigned, I want the progress tracker to change to Action Item. When I trigger the automation flow, all cells in the progress tracker column are changed to Action Item. Not just for those rows where Madison is assigned. It does the same for other change cell…
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Can I set up an automation to archive a project from within a sheet inside the folder project?
We're looking for a more efficient way to archive our projects. I was wondering if is it possible to set up an automation inside a sheet (Let's say inside the Project Charter template) triggered once a box is checked by the PM to archive the whole folder and disabled the automations from other sheet. Any one has done…
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Approval Workflow - Multiple Contacts - One or All Approval Option
Having the option to require approval from all contacts in a cell or one of, would remove the need to have "request and approval" actions within a single workflow that request an approval from a group of people who all need to provide approval from a project to progress. Example Use Case: all members of an executive team…
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Ghost workflow sending messages for old completed records
A team member received a workflow message from our main sheet last night for old completed records. I went through all the workflows; no workflow has that ID # (5968732796282756) or name. I can only assume this was one of the many workflows I deleted years ago when I took over managing the database. How do I stop a…
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Dynamic View Attachment Filter
Hello! I've been using Smartsheet + Dynamic View actively for the last few months, and I can honestly say it's been a great tool that's helped our workflows a lot. However, I was wondering if there was a way to filter rows on the Dynamic View side that have/dont have attachments? I can create filters that check for the…